How-to guides · Never Miss a Lead · Quick start

Test your answering app

Make three test calls and check what the app said, what it texted and who it told.

Narrated video with captions, 48 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Before you rely on your answering app, make three test calls. It takes about five minutes, and it's the same test we run before handoff.

    Before you rely on your answering app, make three test calls. It takes about five minutes, and it's the same test we run before handoff.

  2. Step 2: Call your own number from a cell phone, let it ring through, and ask a price question. Check the answer matches your price list, and that it offers to book a time.

    Call your own number from a cell phone, let it ring through, and ask a price question. Check the answer matches your price list, and that it offers to book a time.

  3. Step 3: Call again and hang up before it answers. A friendly text should arrive within about a minute, using your business name and asking how it can help.

    Call again and hang up before it answers. A friendly text should arrive within about a minute, using your business name and asking how it can help.

  4. Step 4: Third, say it's urgent: no heat, a leak, a safety problem. The app should alert your on-call person right away, not just take a message for the morning.

    Third, say it's urgent: no heat, a leak, a safety problem. The app should alert your on-call person right away, not just take a message for the morning.

  5. Step 5: If all three pass, you're ready. Run the same three calls after any change to hours or answers.

    If all three pass, you're ready. Run the same three calls after any change to hours or answers.

Get the Never Miss a Lead

Missed calls answered and texted back, in an app you own. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.